AI companies like SpaceX need lots of AI chips -- and lots of memory chips from Micron to help them work.
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Deutsche Bank raised its Micron price target to $1,500 from $1,000.
This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...
Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."
Micron Gets a Huge Price Target Boost Ahead of Earnings
Micron Technology stock was back on the rise early Wednesday as the memory-chip maker looks to resume its relentless rally. Micron was leading the rebound in premarket trading, rising 3.5%, the second-best performer in the Only Intel was climbing more ahead of the open. When there’s nothing happening Micron stock tends to gain.
FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.
Stocktwits data showed retail sentiment has improved to ‘bullish’ on SPY and ‘neutral’ on QQQ from ‘bearish’ earlier in the week.
Micron just got a fresh and full reminder that in the artificial intelligence (AI) race, memory isn't optional. Analyst’s bullish notes are landing, investors are seeing "higher DRAM demand" and "longer pricing power," and the stock is, of course, not wasting time in response. TD Cowen analyst ...
Investing.com -- A Morgan Stanley report warned that surging AI demand is creating a structural shortage in the global memory market, driving sharp increases in memory prices and raising costs across the technology sector.
One figure from the memory maker's upcoming report matters more than the rest -- and it will likely set the tone for the stock.
The S&P 500 has climbed to near-record highs despite growing concerns about valuations, AI spending, and signs of speculative behavior across parts of the market. The S&P 500 has rallied 8% year to date, after delivering double-digit gains in 2023, 2024, and 2025. Investors have recently ...
Micron stock has bounced around this week and Goldman Sachs analysts are wary of a high bar for its earnings this month.
Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.
Find insight on SK Hynix’s planned U.S. listing and more in the latest Market Talks covering technology, media and telecom.
U. S. equity futures traded lower on Wednesday as investors assessed renewed military action between the United States and Iran while awaiting a closely watched inflation report and quarterly results from software giant Oracle (NYSE:ORCL).
The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
Micron Technology (MU) is suddenly one of Wall Street’s most dramatic artificial intelligence stories. The chipmaker, formerly seen as a cyclical memory business, was the kind of stock that would climb higher as DRAM and NAND prices tightened and fall when supply caught up with demand. That old ...
Shares of Marvell Technology, computer memory-maker Micron Technology and Advanced Micro Devices all fell sharply. Many investors may be moving portfolios out of stocks that have risen strongly this year to free up cash for the SpaceX IPO expected this week. Existing home sales in May came in ahead of forecasts.
Why the coming $1,000 videogame console will squeeze hardware stocks.
Wall Street forecasts triple-digit revenue growth and a sharp jump in earnings.
Micron led the semiconductor chips lower after an initial bounce on Tuesday.
